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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
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Andreessen Dives Deeper into Politics
Together with Good Morning, Another slow day on the news front ahead of the long weekend. Although one notable headline is that Marc Andreessen is joining the DoD's Defense Policy Board. Imagine pitching a Series C and your moat is simply "my backers control the government." See how you can optimize your business travel with …
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250th Anniversary Week Begins🤝🇺🇸🇺🇸
Good Morning, Trump threatened 100% tariffs on EU countries who impose a new Big Tech tax, Google limited Meta's use of Gemini AI models, Meta is exploring partnerships with Polymarket, GameStop pledged to pursue its proposed $56B takeover of eBay, and US is seemingly dominating global news (as we always do) in the run up …
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The JPMorgan Succession Race is Heating Up
Together with Good Morning, Meme stock traders are rallying around Wendy's, Asian teens are borrowing money to YOLO into AI stocks, Micron overtook Meta and Tesla in market cap, Apple raised prices on Mac and iPads by over 20%, and JPMorgan named two co-presidents in a major step towards CEO Jamie Dimon's succession. But don't …
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Wendy’s is Back on the Menu
Together with Good Morning, Masayoshi Son called AI bubble talk an 'insult,' South Korea stock volatility hit a record high, Venezuela is preparing for the world's largest restructuring, Micron may have saved the stock market, and Wendy's soared 40% for no reason other than a viral Reddit post (crazy how this just sounds so normal …
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Zuck and Kylie sitting on a tree…
Together with Good Morning, JPMorgan fired a DEI exec who dumped and stole a NYC trashcan, Meta partnered with Kylie Jenner on new cheaper smart glasses, unemployed CS grads are embracing the 'founder' life, and the imminent AI IPO wave is forcing bankers to form internal teams in a rare dilemma for bulge bracket underwriters. …
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Ro the Robber
Together with Good Morning, It was an unusually slow Monday for markets yesterday as traders weighed progress in US-Iran talks. Maybe it's cause everyone was too busy watching Congressman Ro Khanna get cooked on Twitter for his policy ideas. Fidelity is sharing their Fundraise-Ready Startup Kit to equip founders with proven materials and templates that …
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Total Domination Per Usual🤝🇺🇸
Together with Good Morning, Intel will partner with Apple on US chip design, Apple will raise prices due to the memory chip shortage, JPMorgan blocked Claude access for Hong Kong staff, and TD Bank will use software to monitor employee work, and USA beat Australia to advance to the knockout stage. A slow weekend on …
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There’s a New Chair in Town
Together with Good Morning, The Fed held rates steady yesterday while giving hawkish commentary for the rate path ahead. But the main takeaway? A complete regime overhaul under new Fed chair Kevin Warsh. It's a new era at the Fed. US markets will remain closed tomorrow for Juneteenth. Our newsletter team will be out taking …
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The Future is Specs
Together with Good Morning, SpaceX this, SpaceX that. How about some Snapchat Specs? Also, what's going on in California lmao😂 ICYMI: 9fin has been building the modern unified software and data platform for the entire credit ecosystem. If you work in credit, you should try it out. Let's dive in. Before The Bell As of …
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Musk’s wealth rises by one Bill Gates
Together with Good Morning, Nvidia will raised debt for the first time since the AI boom, some Asia hedge funds are up 100% on AI bets, and SpaceX rallied another 20% to become the world's sixth-largest public company after rallying for a second day. That's a whole $120B in wealth gained by Musk in one …
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Bull Market Monday
Together with Good Morning, An Iran peace deal, a SpaceX debut rip, Knicks bringing it home, Lewis Hamilton's maiden Ferrari win, USA's World Cup domination, and America's 250th birthday on deck. Not too bad🤝 Everyone is saying Hamilton won because of Kim Kardashian. Real ones know it's because of his sleep habits. Transform your sleep …
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A New Era in Silicon Valley
Together with Good Morning, There's a new hierarchy in Silicon Valley. There's also a new trillion-dollar enterprise on the stock market. SpaceX connects them both. Looking for an immediate 2x exposure to SpaceX? Check out SPCU, the Defiance 2X Long SpaceX ETF built to deliver 2x the daily performance of SpaceX stock. Debuts Monday. Let's …